JPMorgan Income ETFJPIEETF
13F holders, Q4 2024 (December 31)269holders +39
33new positions
12sold out
2famous investors
$45.63avg. 13F price*
At the end of Q4 2024, 269 institutions reported holding JPMorgan Income ETF (JPIE) in their 13F filings, up 39 from Q3 2024. 33 opened new positions and 12 sold out. The largest holders were JPMorgan Chase & Co. ($228.1M), Heritage Financial Services, LLC ($112.0M) and Savant Capital, LLC ($87.7M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan Income ETF
- CUSIP
- 46641Q159
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $40.7M |
| Exits | 12 | $7.9M |
All 13F filers, Q3 2024 → Q4 2024: 6,670,671 shares bought and 911,760 shares sold, net +5,758,911 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 269 holders
| JPMorgan Chase & Co. | 0.02% | Add +1.4% | 5,000,820 | $228.1M |
| Heritage Financial Services, LLC | 14.87% | Add +3.7% | 2,454,191 | $112.0M |
| Savant Capital, LLC | 0.69% | Add +39.1% | 1,921,630 | $87.7M |
| Royal Bank of Canada | 0.02% | Add +0.2% | 1,882,919 | $85.9M |
| Bank of America Corp. | 0.01% | Add +21.3% | 1,851,098 | $84.4M |
| Sequoia Financial Advisors, LLC | 0.78% | Add +8.8% | 1,781,776 | $81.3M |
| Osaic Holdings, Inc. | 0.16% | Add +708.5% | 1,580,250 | $72.1M |
| Morgan Stanley | 0.00% | Add +7.2% | 1,347,703 | $61.5M |
| Waverly Advisors, LLC | 0.70% | Add +147.5% | 987,428 | $45.0M |
| Syntegra Private Wealth Group, LLC | 4.76% | Add +4.7% | 924,601 | $42.2M |
| Janney Montgomery Scott LLC | 0.11% | Reduce -3.2% | 881,318 | $40.2M |
| Enclave Advisors LLC | 6.25% | Add +8.2% | 832,428 | $38.0M |
| D'Orazio & Associates, Inc. | 5.35% | Add +5.1% | 795,030 | $36.3M |
| Diversified Enterprises, LLC | 2.80% | Add +3.1% | 639,727 | $29.2M |
| Cary Street Partners Financial LLC | 0.92% | — | 622,201 | $28.4M |
| Wagner Wealth Management, LLC | 6.59% | Add +4.9% | 560,081 | $25.6M |
| Vestmark Advisory Solutions, Inc. | 0.85% | Reduce -3.5% | 541,327 | $24.7M |
| Cornerstone Advisory, LLC | 2.56% | Add +425.6% | 491,865 | $22.6M |
| Capital Advisors Wealth Management, LLC | 3.82% | Reduce 0.0% | 470,882 | $21.5M |
| Planned Solutions, Inc. | 8.62% | Add +47.5% | 461,898 | $21.1M |
| Raymond James Financial Inc. | 0.01% | — | 456,463 | $20.8M |
| Echo Wealth Management, LLC | 13.87% | Add +1.3% | 440,061 | $20.1M |
| TPG Financial Advisors, LLC | 8.67% | Add +4.3% | 437,006 | $19.9M |
| Longview Financial Advisors LLC | 13.24% | — | 432,089 | $19.7M |
| Pennsylvania Capital Management Inc. | 6.16% | Add +4.3% | 392,391 | $17.9M |
| Scott Capital Advisors, LLC | 4.84% | Add +5.9% | 370,138 | $16.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +57.1% | 347,555 | $15.9M |
| Certified Advisory Corp | 1.65% | Add +10.2% | 332,765 | $15.2M |
| Smith, Moore & Co. | 1.34% | Add +10.8% | 320,176 | $14.6M |
| Lineweaver Wealth Advisors, LLC | 2.62% | New | 310,935 | $14.2M |
| NewEdge Wealth, LLC | 0.24% | Add +1.9% | 307,759 | $14.0M |
| Elevation Point Wealth Partners, LLC | 1.13% | Add +7.8% | 306,467 | $14.0M |
| Magnus Financial Group LLC | 1.32% | Add +5.2% | 299,392 | $13.7M |
| Journey Strategic Wealth LLC | 0.50% | Add +13.8% | 294,556 | $13.4M |
| Fortress Wealth Management, Inc. | 6.17% | Add +11.7% | 278,794 | $12.7M |
| Private Advisor Group, LLC | 0.06% | Add +17.0% | 247,577 | $11.3M |
| Visionary Wealth Advisors | 0.66% | Add +1.0% | 247,135 | $11.3M |
| FMA Wealth Management, LLC | 8.33% | Add +1.3% | 245,293 | $11.2M |
| Focus Financial Network, Inc. | 0.44% | Reduce -13.0% | 243,812 | $11.2M |
| Daymark Wealth Partners, LLC | 0.44% | Reduce -5.8% | 228,000 | $10.4M |
| Lodestar Private Asset Management LLC | 1.27% | Add +14.9% | 222,475 | $10.1M |
| Investment Planning Advisors, Inc. | 4.39% | Add +80.0% | 220,272 | $10.0M |
| Wealthcare Advisory Partners LLC | 0.26% | Add +5.6% | 208,167 | $9.5M |
| Bernardo Wealth Planning LLC | 2.19% | Add +7.8% | 201,467 | $9.2M |
| Financial Management Professionals, Inc. | 1.14% | Reduce -2.6% | 197,302 | $9.0M |
| Richard W. Paul & Associates, LLC | 3.25% | Add +3.0% | 195,442 | $8.9M |
| Schneider Downs Wealth Management Advisors, LP | 1.54% | Add +22.3% | 179,657 | $8.2M |
| Royal Harbor Partners, LLC | 3.05% | Add +3.9% | 177,141 | $8.1M |
| Mather Group, Llc. | 0.10% | Add +0.3% | 171,640 | $7.8M |
| Atria Wealth Solutions, Inc. | 0.08% | Add +172.1% | 167,430 | $7.6M |
| Blue Chip Partners, LLC | 0.64% | Add +8.0% | 163,178 | $7.4M |
| NavPoint Financial, Inc. | 5.69% | Add +60.7% | 157,702 | $7.2M |
| Lionsbridge Wealth Management LLC | 5.83% | Reduce -5.0% | 152,213 | $6.9M |
| Seascape Capital Management | 2.34% | Add +4.1% | 147,526 | $6.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +11.6% | 147,429 | $6.7M |
| Prospera Financial Services Inc | 0.15% | Add +82.1% | 145,572 | $6.6M |
| Armor Investment Advisors, LLC | 2.70% | Add +0.5% | 143,807 | $6.6M |
| BankPlus Wealth Management LLC | 4.74% | — | 139,308 | $6.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.6% | 138,287 | $6.3M |
| Blue Investment Partners LLC | 2.21% | New | 132,094 | $6.0M |
| Nordwand Advisors, LLC | 2.47% | No change | 131,223 | $6.0M |
| Truist Financial Corp. | 0.01% | Add +90.8% | 125,973 | $5.7M |
| Bridgewealth Advisory Group, LLC | 1.62% | Add +19.0% | 124,905 | $5.7M |
| SkyOak Wealth, LLC | 1.16% | Add +25.1% | 119,317 | $5.4M |
| O'ROURKE & COMPANY, Inc | 2.67% | Add +67.3% | 119,242 | $5.4M |
| NewEdge Advisors, LLC | 0.03% | Add +11.8% | 118,922 | $5.4M |
| MML Investors Services, LLC | 0.02% | Add +8.8% | 118,023 | $5.4M |
| Blue Oak Capital, LLC | 2.99% | — | 107,320 | $4.9M |
| Cetera Investment Advisers | 0.01% | Add +46.6% | 106,020 | $4.8M |
| Perigon Wealth Management, LLC | 0.11% | Add +166.7% | 101,335 | $4.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +81.0% | 100,466 | $4.6M |
| Red Mountain Financial, LLC | 4.71% | Add +7.5% | 96,114 | $4.4M |
| Marmo Financial Group, LLC | 2.28% | Add +3.7% | 92,611 | $4.2M |
| Advisory Services Network, LLC | 0.08% | Add +207.2% | 91,397 | $4.2M |
| Fermata Advisors, LLC | 0.77% | New | 90,850 | $4.1M |
| Syverson Strege & Co | 1.37% | Add +3.1% | 89,911 | $4.1M |
| Tradition Wealth Management, LLC | 0.35% | Add +6.2% | 87,060 | $4.0M |
| Strategies Wealth Advisors, LLC | 0.48% | Reduce -13.7% | 84,736 | $3.9M |
| Kickstand Ventures, Llc. | 0.99% | Add +36.0% | 85,054 | $3.9M |
| LifeGoal Investments, LLC | 4.02% | — | 81,232 | $3.7M |
| Paladin Advisory Group, LLC | 2.77% | Reduce -4.0% | 79,248 | $3.6M |
| Trustmark Bank Trust Department | 0.27% | Add +25.9% | 79,217 | $3.6M |
| Keystone Financial Services, LLC | 3.31% | — | 79,120 | $3.6M |
| Renaissance Technologies | 0.01% | Add +99.8% | 77,703 | $3.5M |
| Mutual Advisors, LLC | 0.10% | Add +1666.1% | 77,463 | $3.5M |
| Legacy Investment Solutions, LLC | 2.26% | Reduce -10.2% | 75,089 | $3.4M |
| Legacy Wealth Managment, LLC | 2.26% | Reduce -10.2% | 75,089 | $3.4M |
| MN Wealth Advisors, LLC | 1.83% | Reduce -9.3% | 71,280 | $3.3M |
| Geneos Wealth Management Inc. | 0.11% | Add +15.0% | 69,473 | $3.2M |
| Martin Worley Group | 1.89% | — | 66,125 | $3.0M |
| Jane Street Group, LLC | 0.00% | Add +296.3% | 62,859 | $2.9M |
| TBH Global Asset Management, LLC | 0.67% | Reduce -45.0% | 60,957 | $2.8M |
| Evolution Wealth Advisors, LLC | 0.47% | Reduce -4.0% | 61,116 | $2.8M |
| Narus Financial Partners, LLC | 0.94% | Add +61.4% | 61,033 | $2.8M |
| MorganRosel Wealth Management, LLC | 0.87% | Add +2.9% | 58,245 | $2.7M |
| Focus Partners Wealth | 0.01% | Add +3.2% | 57,927 | $2.6M |
| Continuum Advisory, LLC | 0.33% | Add +26.9% | 56,953 | $2.6M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Add +0.7% | 56,815 | $2.6M |
| LPL Financial LLC | 0.00% | Add +388.4% | 55,502 | $2.5M |
| Gallacher Capital Management LLC | 1.20% | Add +0.3% | 53,144 | $2.4M |
| Econ Financial Services Corp | 1.31% | Reduce -15.3% | 49,937 | $2.3M |
| Peoples Bank | 1.34% | Add +2.4% | 49,923 | $2.3M |
| OMNI 360 Wealth, Inc. | 1.50% | Add +10.8% | 49,364 | $2.3M |
| Janney Capital Management LLC | 0.15% | Reduce -4.4% | 48,878 | $2.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.29% | Add +8.3% | 47,944 | $2.2M |
| Sage Rhino Capital LLC | 0.47% | Add +39.0% | 47,696 | $2.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +16.8% | 47,006 | $2.1M |
| Fiduciary Alliance LLC | 0.22% | Add +4.6% | 46,940 | $2.1M |
| Kingswood Wealth Advisors, LLC | 0.16% | Reduce -10.1% | 46,921 | $2.1M |
| Optima Capital LLC | 1.45% | — | 45,746 | $2.1M |
| Centurion Wealth Management LLC | 0.65% | Add +2.8% | 45,533 | $2.1M |
| Fig Financial Advisory Services Inc. | 1.41% | — | 45,361 | $2.1M |
| First Citizens Financial Corp | 1.10% | Add +12.1% | 44,515 | $2.0M |
| Herold Advisors, Inc. | 0.42% | Add +1.1% | 42,456 | $1.9M |
| Beckerman Institutional, LLC | 1.53% | Add +19.9% | 41,837 | $1.9M |
| HBW Advisory Services LLC | 0.20% | Add +22.5% | 41,810 | $1.9M |
| HUB Investment Partners, LLC | 0.08% | Reduce -6.6% | 41,480 | $1.9M |
| Vienna Asset Management LLC | 1.27% | Add +53.4% | 41,163 | $1.9M |
| 5T Wealth, LLC | 1.03% | — | 41,043 | $1.9M |
| Integrated Wealth Concepts LLC | 0.02% | Add +13.6% | 40,150 | $1.8M |
| Etesian Wealth Advisors, Inc. | 0.80% | Add +36.0% | 39,633 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -10.6% | 39,508 | $1.8M |
| Western Wealth Management, LLC | 0.10% | Add +75.5% | 39,153 | $1.8M |
| Sigma Planning Corp | 0.06% | Reduce -0.6% | 39,096 | $1.8M |
| Altus Wealth Management, LLC | 0.77% | Add +6.7% | 37,954 | $1.7M |
| Kingsview Wealth Management, LLC | 0.03% | New | 36,952 | $1.7M |
| Modera Wealth Management, LLC | 0.02% | New | 36,930 | $1.7M |
| Citadel Advisors | 0.00% | New | 36,629 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +122.5% | 34,974 | $1.6M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -9.1% | 33,583 | $1.5M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -14.6% | 31,494 | $1.4M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Reduce -18.6% | 29,930 | $1.4M |
| Financial Futures Ltd Liability Co. | 0.76% | Reduce -81.8% | 29,247 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Add +353.4% | 28,794 | $1.3M |
| Indie Asset Partners, LLC | 1.01% | Add +6.7% | 28,085 | $1.3M |
| Seamount Financial Group Inc. | 0.87% | New | 27,710 | $1.3M |
| MADDEN SECURITIES Corp | 0.50% | Add +256.4% | 27,648 | $1.3M |
| Triad Wealth Partners, LLC | 0.43% | New | 26,108 | $1.2M |
| Legacy Edge Advisors, LLC | 0.18% | Reduce -8.1% | 25,198 | $1.2M |
| Wise Wealth Partners | 2.80% | — | 24,876 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +101.2% | 24,316 | $1.1M |
| Rockingstone Advisors LLC | 0.48% | Reduce -8.1% | 23,605 | $1.1M |
| PFG Investments, LLC | 0.07% | Add +2.0% | 22,948 | $1.0M |
| Triumph Capital Management | 0.35% | Add +16.9% | 22,638 | $1.0M |
| Cooper Financial Group | 0.12% | Reduce -4.4% | 22,602 | $1.0M |
| Transce3nd, LLC | 0.35% | — | 22,472 | $1.0M |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -4.2% | 22,060 | $1.0M |
| John W. Brooker & Co., CPAs | 0.41% | Reduce -2.4% | 20,708 | $945K |
| Greenwich Wealth Management LLC | 0.07% | New | 20,633 | $941K |
| Harbour Investments, Inc. | 0.03% | Add +4.1% | 19,480 | $889K |
| Element Wealth, LLC | 0.45% | New | 18,692 | $853K |
| Oppenheimer & Co. Inc. | 0.01% | Add +36.5% | 18,294 | $835K |
| Rockefeller Capital Management L.P. | 0.00% | Add +14.0% | 18,131 | $827K |
| Nautilus Advisors LLC | 0.66% | — | 18,110 | $826K |
| Cresset Asset Management, LLC | 0.00% | Add +0.7% | 17,637 | $809K |
| World Investment Advisors | 0.02% | Add +34.6% | 17,552 | $802K |
| Menard Financial Group LLC | 0.47% | Reduce -0.3% | 17,325 | $790K |
| Addison Capital Co | 0.31% | Add +102.9% | 17,110 | $781K |
| DAVENPORT & Co LLC | 0.00% | Add +258.2% | 16,727 | $763K |
| Financial Advocates Investment Management | 0.04% | Reduce -1.0% | 16,716 | $763K |
| Montecito Bank & Trust | 0.13% | New | 16,529 | $754K |
| BankPlus Trust Department | 0.25% | — | 16,380 | $747K |
| Delta Investment Management, LLC | 0.14% | Reduce -15.2% | 16,240 | $741K |
| PDS Planning, Inc | 0.06% | Reduce -3.7% | 15,626 | $713K |
| International Assets Investment Management, LLC | 0.06% | New | 15,251 | $696K |
| Farther Finance Advisors, LLC | 0.03% | Reduce -4.7% | 15,155 | $691K |
| Regal Investment Advisors LLC | 0.05% | New | 14,307 | $653K |
| Alpha Advisors, LLC | 0.67% | — | 14,288 | $652K |
| Waterfront Wealth Inc. | 0.16% | Add +0.9% | 14,147 | $645K |
| Wayfinding Financial, LLC | 0.34% | Reduce -7.6% | 13,980 | $640K |
| Stephens Inc. | 0.01% | New | 13,377 | $610K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -1.1% | 13,123 | $599K |
| Walkner Condon Financial Advisors LLC | 0.12% | Add +5.7% | 12,942 | $590K |
| Independent Wealth Network Inc. | 0.24% | Add +5.0% | 12,940 | $590K |
| LaFleur & Godfrey LLC | 0.08% | Add +7.1% | 12,921 | $589K |
| HighTower Advisors, LLC | 0.00% | Add +2.0% | 12,704 | $580K |
| Fortis Capital Advisors, LLC | 0.20% | New | 12,543 | $578K |
| Belpointe Asset Management LLC | 0.03% | New | 12,543 | $578K |
| Resolute Wealth Strategies, LLC | 0.28% | Add +19.1% | 12,046 | $550K |
| Dynamic Advisor Solutions LLC | 0.02% | New | 11,947 | $545K |
| Convergence Financial, LLC | 0.11% | Add +17.4% | 11,934 | $544K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -63.7% | 11,795 | $542K |
| Townsquare Capital LLC | 0.01% | Add +54.7% | 11,753 | $536K |
| LongView Asset Management LLC | 0.46% | — | 11,525 | $526K |
| Axis Wealth Partners, LLC | 0.44% | — | 11,487 | $524K |
| Mascagni Wealth Management, Inc. | 0.52% | — | 11,266 | $519K |
| Creative Planning | 0.00% | Add +7.8% | 11,238 | $513K |
| Betterment LLC | 0.00% | New | 11,069 | $505K |
| FSM Wealth Advisors, LLC | 0.12% | No change | 10,927 | $500K |
| Susquehanna International Group, LLP | 0.00% | Add +35.3% | 10,630 | $485K |
| Aspen Wealth Management LLC | 0.14% | New | 10,299 | $470K |
| FWG Holdings, LLC | 0.22% | Reduce -1.5% | 10,222 | $468K |
| Opes Wealth Management LLC | 0.09% | Add +6.4% | 9,980 | $455K |
| William Mack & Associates, Inc. | 0.47% | — | 9,861 | $450K |
| Wealthspire Retirement, LLC | 0.03% | Add +44.8% | 9,700 | $443K |
| GeoWealth Management, LLC | 0.01% | Reduce -24.5% | 9,301 | $424K |
| PFG Advisors | 0.02% | Add +70.4% | 8,583 | $392K |
| Investment Partners Asset Management, Inc. | 0.30% | Reduce -3.0% | 8,454 | $386K |
| Mayfair Advisory Group, LLC | 0.22% | Reduce -27.7% | 8,306 | $379K |
| JFS Wealth Advisors, LLC | 0.03% | Add +22.2% | 8,250 | $376K |
| Southeast Asset Advisors, LLC | 0.05% | Add +89.4% | 8,195 | $374K |
| Atlantic Private Wealth, LLC | 0.27% | No change | 7,773 | $355K |
| Bank of Montreal | 0.00% | No change | 7,773 | $355K |
| West Michigan Advisors, LLC | 0.11% | New | 7,622 | $349K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -41.7% | 7,180 | $328K |
| Signet Financial Management, LLC | 0.04% | Add +26.9% | 7,172 | $327K |
| Legacy Financial Strategies, LLC | 0.07% | Add +5.0% | 6,920 | $316K |
| Matisse Capital | 0.16% | No change | 6,700 | $306K |
| Essex LLC | 0.06% | New | 6,545 | $299K |
| Prentice Wealth Management LLC | 0.09% | Reduce -96.5% | 6,507 | $297K |
| Comerica Bank | 0.00% | Add +7.0% | 6,475 | $295K |
| Advisory Alpha, LLC | 0.01% | Reduce -25.7% | 6,375 | $291K |
| Manchester Capital Management LLC | 0.03% | No change | 6,200 | $283K |
| Ehrlich Financial Group | 0.20% | No change | 6,034 | $275K |
| Global Retirement Partners, LLC | 0.01% | Add +17.6% | 5,945 | $271K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +31.7% | 5,780 | $264K |
| IFP Advisors, Inc | 0.01% | Add +9.9% | 5,755 | $263K |
| Confluence Wealth Services, Inc. | 0.02% | Add +4.6% | 5,675 | $260K |
| Burt Wealth Advisors | 0.07% | No change | 5,681 | $259K |
| Transform Wealth, LLC | 0.01% | Add +9.6% | 5,640 | $259K |
| Choreo, LLC | 0.00% | No change | 5,540 | $254K |
| Penney Financial, LLC | 0.17% | Add +14.9% | 5,485 | $250K |
| AdvisorNet Financial, Inc | 0.02% | Add +30.4% | 5,422 | $247K |
| Money Concepts Capital Corp. | 0.02% | New | 5,291 | $241K |
| Northern Trust Corp. | 0.00% | New | 5,247 | $239K |
| Essex Financial Services, Inc. | 0.02% | Add +1.5% | 5,225 | $238K |
| LaSalle St. Investment Advisors, LLC | 0.07% | Add +0.5% | 5,155 | $235K |
| Dynamic Financial Group | 0.24% | — | 5,135 | $234K |
| Lake Street Private Wealth, LLC | 0.04% | Add +2.6% | 4,913 | $224K |
| Argent Advisors, Inc. | 0.08% | Reduce -25.2% | 4,726 | $216K |
| 49 Wealth Management, LLC | 0.03% | Reduce -68.0% | 4,705 | $215K |
| &partners | 0.00% | New | 4,693 | $214K |
| Mgo One Seven LLC | 0.01% | Reduce -35.5% | 4,689 | $214K |
| Burns Matteson Capital Management, LLC | 0.11% | No change | 4,440 | $203K |
| ADG Wealth Management Group, LLC | 0.18% | — | 4,429 | $202K |
| Firethorn Wealth Partners, LLC | 0.10% | Reduce -13.1% | 4,389 | $200K |
| Van Hulzen Asset Management, LLC | 0.01% | New | 3,894 | $178K |
| Cary Street Partners Investment Advisory LLC | 0.11% | Reduce -97.0% | 3,760 | $172K |
| NorthRock Partners, LLC | 0.00% | No change | 2,331 | $107K |
| CENTRAL TRUST Co | 0.00% | Add +86.9% | 2,333 | $106K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.4% | 1,402 | $64K |
| EPG Wealth Management LLC | 0.02% | New | 1,300 | $59K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -12.9% | 1,288 | $59K |
| NFSG Corp | 0.01% | Add +33.8% | 1,030 | $47K |
| Iron Horse Wealth Management, LLC | 0.02% | Add +25.0% | 1,000 | $46K |
| Mascoma Wealth Management LLC | 0.01% | No change | 1,000 | $46K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 921 | $42K |
| Private Trust Co. NA | 0.00% | Add +12.4% | 867 | $40K |
| LGT Financial Advisors LLC | 0.09% | Reduce -15.7% | 859 | $39K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -1.1% | 813 | $37K |
| MidAtlantic Capital Management, Inc. | 0.03% | New | 764 | $35K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 584 | $27K |
| Medallion Wealth Advisors, LLC | 0.01% | — | 500 | $23K |
| Assetmark, Inc. | 0.00% | New | 488 | $22K |
| New Wave Wealth Advisors LLC | 0.01% | New | 317 | $14K |
| Financial Gravity Companies, Inc. | 0.00% | No change | 238 | $11K |
| Centricity Wealth Management, LLC | 0.01% | — | 218 | $10K |
| Salomon & Ludwin, LLC | 0.00% | New | 210 | $10K |
| UBS Group AG | 0.00% | New | 170 | $8K |
| AE Wealth Management LLC | 0.00% | New | 162 | $7K |
| Principal Securities, Inc. | 0.00% | No change | 100 | $5K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 84 | $4K |
| Principia Wealth Advisory, LLC | 0.00% | — | 72 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 57 | $3K |
| WealthShield Partners, LLC | 0.00% | No change | 53 | $2K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 25 | $1K |
| Spire Wealth Management | 0.00% | No change | 11 | $502 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 9 | $411 |
| FMR LLC | 0.00% | Add +100.0% | 2 | $91 |
"% of holder's portfolio" is JPIE's weight in each manager's 13F, not the share of JPMorgan Income ETF the manager owns.